Products & Services

How We Work

When working with individuals, our firm specializes in developing sound financial and retirement strategies. When working with businesses, GLJ Financial designs strategies to attract, retain, and reward talented employees intended to foster a productive work environment. We also assist in creating strategies for owners, highly compensated individuals, and rainmakers to help them receive the fruits of their labors in the most efficient manner possible.

If you are retired – or are approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock


Government Securities

Mutual Funds

Treasury Bills

Treasury Notes

Financial Planning

401(k) Plans

403(b) Plans

529 Plans

Brokerage Accounts

Educational IRA

Estate Planning Strategies

Money Purchase Plans

Profit Sharing Plans

Roth IRA


Simple IRA

Traditional IRA


Disability Income Insurance

Fixed Annuities

Life Insurance

Long-Term-Care Insurance

Variable Annuities

For more information about GLJ Financial and the services we offer, send us a quick email or call our office. We would welcome the opportunity to speak with you.   |  888-967-7252